Mawer Canadian Equity Fund

Mawer Canadian Equity Fund Canadian Guru

Last Update: 2014-08-19
Related: Mawer New Canada Fund

Number of Stocks: 46
Number of New Stocks: 1

Total Value: $1,808 Mil
Q/Q Turnover: 8%

Countries: CAN
Details: Top Buys | Top Sales | Top Holdings  Embed:

Mawer Canadian Equity Fund' s Profile & Performance

Profile

Mawer Canadian Equity Fund’s inception date is June 3, 1991. It is managed by Jim Hall, CFA, and Vijay Viswanathan, CFA.

The investment objective of the Mawer Canadian Equity Fund is to invest for attractive long-term returns in equity securities of mid-large capitalization Canadian companies. Treasury bills or short-term investments, not exceeding three years to maturity, may also be used from time to time. This fund is suit for Investors seeking long-term, above average growth who can tolerate equity volatility, which means moderate to high risk.

Web Page:http://www.mawer.com/mutual-funds/fund-profiles/mawer-canadian-equity-fund/

Investing Philosophy

“The Manager systematically creates a broadly diversified portfolio of wealth-creating companies with excellent management teams bought at discounts to their intrinsic values. The Manager employs a highly disciplined, research-driven, bottom-up process and long-term holding period to allow for investor recognition or corporate growth, and to minimize transaction costs.”

Total Holding History

Performance of Mawer Canadian Equity Fund

YearReturn (%)S&P500 (%)Excess Gain (%)
201325.531.55-6.0
201212.6715.4-2.7
20111.92.08-0.2
3-Year Cumulative44.1 (12.9%/year)55 (15.7%/year)-10.9 (-2.8%/year)
201013.7415.06-1.3
200929.4526.463.0
5-Year Cumulative112.1 (16.2%/year)125.5 (17.7%/year)-13.4 (-1.5%/year)
2008-29.68-377.3
200711.55.615.9
200613.9415.79-1.9
200520.64.9115.7
200415.66123.7
10-Year Cumulative164.4 (10.2%/year)104.1 (7.4%/year)60.3 (2.8%/year)
200319.3328.7-9.4
2002-0.94-22.121.2
2001-0.12-11.911.8
200026.94-9.136.0
19998.7821-12.2
15-Year Cumulative331 (10.2%/year)98.3 (4.7%/year)232.7 (5.5%/year)
1998-3.0128.6-31.6
199722.4133.4-11.0
199618.0223-5.0
199511.8237.6-25.8
1994-2.641.3-3.9
20-Year Cumulative557.5 (9.9%/year)483.2 (9.2%/year)74.3 (0.7%/year)
19932610.115.9
1992-5.947.6-13.5

Top Ranked Articles

Mawer Canadian Equity Fund Comments on Rogers Communications
Weakness in the telecommunications sector, particularly a loss of approximately 5% in Rogers Communications (TSX:RCI.B), also contributed to the relative underperformance. Read more...
Mawer Second Quarter 2014 Investment Newsletter
The Q1 GDP data released in April seemed to indicate a stall in U.S. economic growth. Subsequent data revealed a much steeper economic contraction of 2.9%. Was this evidence that the U.S. economy was losing steam and requiring more aggressive intervention by the central bank? Or was this merely a statistical anomaly that was not indicative of the true state of the economy? Read more...
» More Mawer Canadian Equity Fund Articles

Commentaries and Stories

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Mawer Canadian Equity Fund Comments on Rogers Communications
Weakness in the telecommunications sector, particularly a loss of approximately 5% in Rogers Communications (TSX:RCI.B), also contributed to the relative underperformance. More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Mawer Second Quarter 2014 Investment Newsletter
The Q1 GDP data released in April seemed to indicate a stall in U.S. economic growth. Subsequent data revealed a much steeper economic contraction of 2.9%. Was this evidence that the U.S. economy was losing steam and requiring more aggressive intervention by the central bank? Or was this merely a statistical anomaly that was not indicative of the true state of the economy? More...

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Rating: 0.0/5 (0 votes)

Mawer Canadian Equity Fund First Quarter 2014 Investment Commentary
Global equity markets continued to rise during the first three months of 2014. This extends their rally to five years, with only periodic interruptions. One such interruption occurred when the political standoff between Russia and Ukraine prompted some investors to assess the implications of Russia's aggression from the sidelines. The ensuing equity correction was relatively modest and short-lived, as global equity markets soon resumed their upward trajectory, with the MSCI World Index (C$) finishing the quarter with a 5.2% gain. More...

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Mawer Management's First Quarter 2014 Newletter
Global equity markets continued to rise during the first three months of 2014. This extends their rally to five years, with only periodic interruptions. One such interruption occurred when the political standoff between Russia and Ukraine prompted some investors to assess the implications of Russia's aggression from the sidelines. The ensuing equity correction was relatively modest and short-lived, as global equity markets soon resumed their upward trajectory, with the MSCI World Index (C$) finishing the quarter with a 5.2% gain. More...

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Canada's Mawer Funds 2014 Annual Letter
Medieval Europe was not an easy era to be the heir of a feudal lord; it was not uncommon for a claimant to be made to disappear . More...

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Mawer Investment Newsletter - Third Quarter
Market Overview: Investors entered this third quarter faced with the looming threat of tapering. Federal Reserve Chairman Ben Bernanke had sent clear signals to market participants that further signs of strength within the U.S. economy would prompt the central bank to reduce, or taper, its monetary stimulus. As a result, bond yields that had risen last quarter continued to climb higher, while equity investors began to recalibrate expectations to account for higher interest rates. More...

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